Unclaimed Profile

William Joseph Kennedy

ATR ADVISORS, LLC·FAIRFIELD, Connecticut

Clean recordATR ADVISORS, LLC

2452 BLACK ROCK TPKE STE #10, FAIRFIELD, CT 06825CRD# 5710965Firm CRD# 170849

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Joseph Kennedy · FAIRFIELD, CT

Registration

CRD #5710965 · ATR ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William Joseph Kennedy is a registered financial advisor based in FAIRFIELD, Connecticut, affiliated with ATR ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

ATR ADVISORS, LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at ATR ADVISORS, LLC →

Services

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5710965

Firm CRD# 170849

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Frequently Asked Questions

What services does William Joseph Kennedy offer?

William Joseph Kennedy specializes in Investment Management, Fee-Only Advisory. Contact their office in FAIRFIELD, Connecticut for a consultation.

What are William Joseph Kennedy's credentials?

William Joseph Kennedy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Joseph Kennedy located?

William Joseph Kennedy is based in FAIRFIELD, Connecticut, working with ATR ADVISORS, LLC. Their office serves clients in the FAIRFIELD metropolitan area and surrounding communities.

How does William Joseph Kennedy charge for services?

William Joseph Kennedy's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ATR ADVISORS, LLC?

ATR ADVISORS, LLC has approximately 1 employees. The firm is registered with the SEC as an investment adviser.

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